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Pereon Wealth LLC

● SEC registered since 2025CRD 338908SEC# 801-134827
Export (members)
Reg. AUM
—
Employees
7
Accounts
—
Location
—

Pereon Wealth LLC assets under management

Pereon Wealth LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It employs 7 people.
www.instagram.com/pereonwealth/#View on SEC.gov ↗

Pereon Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Michael David Tanney ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2025
Pereon Holdings LLC ControlOwnerOver 75%2025
Michael David Tanney ControlManaging MemberOver 75%2025

Frequently asked questions

How many employees does Pereon Wealth LLC have?

Pereon Wealth LLC reports 7 employees.

Does Pereon Wealth LLC disclose fund performance?

Pereon Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone212-606-2323
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo